Social Assurance works with a variety of digital agencies that deliver social solutions to banks, credit unions, financial advisors, broker-dealer and insurance companies.
Since our inception, our team has been working with agencies to provide social solutions. Through that time, we have found a successful balance for both teaching and learning from each other. The one thing we (and you) know about great agencies is that they provide their clients with a peace of mind as well as trust, two components that are instrumental in your relationship with your client.
Working institutions that are regulated by organizations such as FFIEC or FDIC presents an additional layer of client management. For instance, banks and credit unions must follow specific guidelines in managing their social media policies and interactions. If you’re like us, we know you love the responsibility and trust your client has in your team and having a secure grasp on the guidelines is vital for your relationship.
Social Assurance provides collaborative software that enhances trust. Forget those client e-mails, you need a one stop shop for collaboration on daily posts, community events, photo sharing, and task management. That social media solution you’ve been dreaming of? Yep, that’s Social Assurance.
Gaining traction with financial firms is difficult, especially when attempting to overcome the compliance objections. We can teach your agency how to train employees within the bank, credit union, or brokerage. Social Assurance can be that resource for you to simplify approvals, while keeping in mind the FINRA, FFIEC and other regulations in addition to keeping a full archive of engagement and activity. The team at Social Assurance can help you draft policies that will make you experts in financial marketing. Let us help you sell into this market.
Keep focusing on your strengths and relationship with your customer.